Services
Strategic and Financial Advice
Development of long term strategy and execution plan
Business valuation, capital structure, sources of capital
Succession/Continuity Planning
Management succession, ownership transfer, navigation of complex family issues
Advisory Board Services
Establishing and staffing
Executing Merger & Acquisition (M&A) Transactions
Selling or purchasing companies, management buyouts (MBO and recapitalizations
Independent Advice to Family Councils, Business Boards and Ownership Groups